Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Vanguard is fulfilling Salim Ramji's May 1 promised renewal of 'Flagship' platinum tier service after it eroded, and he's willing to count non-Vanguard funds against the $1-million minimum for the first timeIN RIA IPO 'probably' coming within two years, dealmaker predictsIN Women Advisor Summit 2026: Get set for 'extraordinary' gathering of industry’s female leaders4K IRS Expands Retirement Plan Error Corrections, Creates New IRA ProgramWM New Options Emerge for Providing Liquidity to Evergreen Fund MarketIN Advisor moves: RBC lands $1B UBS team in PittsburghTA Advisors Have a Big Impact on Long-Term Care Planning: Northwestern MutualIN NFL taps General Atlantic, PE backer of Creative Planning and FartherWM Mariner Wealth Advisors Seeks $150M in Additional Debt for AcquisitionsTA Workers Think They're Financially Healthier Than They Are: Voya

Financial ADVSR advisor directory · SEC adviser records

Equity Services, Inc. financial advisors

Every SEC-registered investment adviser representative at Equity Services, Inc., by the state and city of the office they work from.

485 registered advisors work at Equity Services, Inc., in 31 states and 127 cities; the most are in Montpelier, VT (35). 0 list the CFP designation and 456 are also registered broker representatives.

Search every Equity Services, Inc. advisor by name →Equity Services, Inc.: assets, clients and custodians →

Cities with the most Equity Services, Inc. advisors

Montpelier, VT 35Hauppauge, NY 33Colchester, VT 32Red Bank, NJ 31Chicago, IL 27Media, PA 27New York, NY 18Latham, NY 15Sandy Springs, GA 15Charlotte, NC 14Roanoke, VA 14Boca Raton, FL 13Timonium, MD 12Melville, NY 11Addison, TX 10Irvine, CA 8South Jordan, UT 8Clifton Park, NY 7Columbus, OH 6Charleston, SC 5Fairfax, VA 5Glastonbury, CT 5Roseland, NJ 4White Plains, NY 4Cary, NC 3Crown Point, IN 3Glens Falls, NY 3Portland, OR 3Queensbury, NY 3Richmond, VA 3

Equity Services, Inc. advisors by state

Equity Services, Inc. in New York 109

Hauppauge 33New York 18Latham 15Melville 11Clifton Park 7White Plains 4Glens Falls 3Queensbury 3Amherst 2Fairport 2Albany 1Binghamton 1Carmel 1Castleton 1Hopewell Junction 1Jamestown 1North Bellmore 1Oneonta 1Rochester 1Slingerlands 1Utica 1

Equity Services, Inc. in Vermont 69

Montpelier 35Colchester 32Rutland 1Vergennes 1

Equity Services, Inc. in New Jersey 36

Red Bank 31Roseland 4Pennington 1

Equity Services, Inc. in Illinois 32

Chicago 27Lake In The Hills 2Forsyth 1Oakbrook Terrace 1Wilmetti 1

Equity Services, Inc. in Pennsylvania 31

Media 27Easton 1Lewisburg 1Morton 1Wexford 1

Equity Services, Inc. in Virginia 31

Roanoke 14Fairfax 5Richmond 3Front Royal 2Winchester 2Lynchburg 1Manassas 1North Chesterfield 1Virginia Beach 1Williamsburg 1

Equity Services, Inc. in Georgia 24

Sandy Springs 15Atlanta 2Alpharetta 1Duluth 1Fayetteville 1Gainesville 1Hartwell 1Jasper 1Marietta 1

Equity Services, Inc. in Florida 21

Boca Raton 13Jacksonville 2Fruitland Park 1Hallendale Beach 1Jupiter 1Ocala 1Orlando 1Sarasota 1

Equity Services, Inc. in North Carolina 18

Charlotte 14Cary 3Monroe 1

Equity Services, Inc. in California 15

Irvine 8Alhambra 2Beverly Hills 2Dublin 1Hermosa Beach 1Oakland 1

Equity Services, Inc. in Maryland 14

Timonium 12Germantown 1Hunt Valley 1

Equity Services, Inc. in Texas 14

Addison 10Amarillo 1Dallas 1Farmers Branch 1Mission 1

Equity Services, Inc. in South Carolina 11

Charleston 5Greenville 2Johns Island 1Lexington 1Simpsonville 1Summerville 1

Equity Services, Inc. in Ohio 10

Columbus 6Beavercreek 1Coshocton 1Lima 1Middletown 1

Equity Services, Inc. in Connecticut 8

Glastonbury 5Rocky Hill 1Stratford 1Waterford 1

Equity Services, Inc. in Utah 8

South Jordan 8

Equity Services, Inc. in Massachusetts 5

Bolton 1Boston 1Chelmsford 1Fall River 1Rowley 1

Equity Services, Inc. in Indiana 4

Crown Point 3Goshen 1

Equity Services, Inc. in Minnesota 4

Mound 1Plymouth 1St Paul 1White Bear Twp 1

Equity Services, Inc. in Oregon 4

Portland 3Ashland 1

Equity Services, Inc. in Michigan 3

Grand Rapids 1Northville 1Riverview 1

Equity Services, Inc. in Wisconsin 3

Peshtigo 2Suamico 1

Equity Services, Inc. in New Hampshire 2

Concord 1Manchester 1

Equity Services, Inc. in Tennessee 2

Murfreesboro 1Tullahoma 1

Equity Services, Inc. in Colorado 1

Castle Pines 1

Equity Services, Inc. in Maine 1

Saco 1

Equity Services, Inc. in Montana 1

Kalispell 1

Equity Services, Inc. in Nebraska 1

Lincoln 1

Equity Services, Inc. in Rhode Island 1

Coventry 1

Equity Services, Inc. in Washington 1

Bellevue 1

Equity Services, Inc. in West Virginia 1

Summersville 1

Questions

How many financial advisors does Equity Services, Inc. have?

485 investment adviser representatives are registered with Equity Services, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 31 states and 127 cities. 0 list the CFP designation and 456 are also registered as broker representatives.

Where does Equity Services, Inc. have the most advisors?

Montpelier, VT, with 35 registered advisors, then Hauppauge, NY (33). By state, New York has the most, with 109.

How do I find a Equity Services, Inc. financial advisor near me?

Pick your state below, then your city, to see every Equity Services, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Equity Services, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →